# Page 2 | Conga Composer Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Conga Composer the right Document Management solution for you? Explore 114 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/228164/Conga-Document-Generation/reviews

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Conga Composer

4.4 (114)

[View alternatives](https://www.capterra.com/p/228164/Conga-Document-Generation/alternatives/)

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Last updated April 7th, 2026

# Page 2 - Reviews of Conga Composer

## Showing most helpful reviews

Showing 26-50 of 114 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
IT Systems Administrator Salesforce Administrator  
Food Production  
Used the software for: 2+ years

### "The perfect integrated document generation tool. "

April 9, 2026

5.0

Overall, this has been the best document generation tool I have ever used. They are constantly improving their technology and are very interactive with their customers.

Pros

Conga Composer is an incredibly powerful document generation tool. While there is a slight learning curve, once it is configured...it is very easy to use! It has a broad range of integration capabilities. Between templates, document management, and document signing...there really isn't anything it can't do well for folks. Integrations to services like Salesforce make it very well rounded for things like contracts, agreements, or legal documents. From prefilled data to electronic signatures, it does it all!

Cons

It does come with a cost and is a little tricky to configure properly. Their support is superior and they do provide a great deal of attention though.

Review Source

VR

Verified Reviewer  
Administrative Director  
Events Services  
Used the software for: 1-2 years

### "Conga Composer is perfect for Business Operations"

January 26, 2026

5.0

As a very busy person, I like that I can create all the business documents I need especially being able to sign online

Pros

I like that it is easy to use and setup. I like that I can sign documents virtually and the templates makes document management super easy

Cons

Although it is value for money based on all the documents you can create, I do think it is a little pricy for small businesses

Review Source

vP

ville P.  
specialist  
Accounting  
Used the software for: Less than 6 months

### "specialist"

January 18, 2026

3.0

Total Creative Control: Unlike many competitors that force you into a web-based editor, Conga lets you stay in Microsoft Word and Excel. This means you can achieve "pixel-perfect" branding that is virtually impossible with simpler tools. The "Swiss Army Knife" Factor: It can solve almost any document problem. Whether you need to pull data from 10 different objects, generate 500 invoices at once (Batch), or automate an NDA the second a field changes (Trigger), Conga has a tool for it. Stability with Scale: Once a solution is properly built, it is incredibly reliable for high-volume enterprise needs. It handles the "spaghetti data" of a complex CRM better than almost anyone else.

Pros

Build in Office, Deploy in Salesforce,Handling "Spaghetti Data,Smart "Conditional Logic,Zero-Click Automation,Professional Formatting (Pixel Perfection)

Cons

The "Black Box" of Error Handling,A Steep "Logic" Learning Curve,Outdated Admin Interface,Performance "Lag" & Uptime,Licensing and Cost Complexity

Review Source

TC

Tim C.  
Managing Director  
Mining & Metals  
Used the software for: 1-2 years

### "Avoid Conga"

September 22, 2025

1.0

I found Conga to be unhelpful, and generally lacked caring when dealing with us. I would strongly recommend avoiding this company.

Pros

It was OK, simple to use and provided basic functionality. It satisfied our requirement for combining multiple documents into a single pdf.

Cons

Multiple attempts to meet with client support, only for them to be late to a meeting which had to be at 5:30 am my time. Also, very onerous contractual terms and no understanding from Conga.

Review Source

BF

Brian F.  
Administrator  
Alternative Dispute Resolution  
Used the software for: Less than 6 months

### "It's a must have"

November 28, 2025

5.0

Easy to access with easy learning curve.

Pros

Affordability and ease of use integrating with other data sources.

Cons

I could find nothing wrong with the composer, or that I would change.

Review Source

MHS

Mohammed Hareez S.  
Human Resource  
Financial Services  
Used the software for: 6-12 months

### "Conga Document Generation Review"

March 21, 2025

5.0

My overall experience with Conga document generation is wonderful

Pros

My overall experience with conga document generation is so good where I used to generate documents and send it to the customers via email blast

Cons

The least I like about conga document generation yes there are little bit errors while generating documents

Review Source

LS

Lisa S.  
Sales Manager  
Telecommunications  
Used the software for: 6-12 months

### "Great document tool"

November 15, 2024

4.0

Prior to using Conga, we used Word documents for proposals which was so manual resulting in errors and a huge time consumption. Now, our proposals look great and come across much more professional to our customers and prospects. They're easy to customize within the provided templates, our sales team can follow-up based on when proposals get viewed, and our close date has decreased since we're no longer collecting scanned signature pages. We are able to close deals faster and get customers implemented quicker.

Pros

The flexibility in document creation is excellent, allowing us to generate files in any format we need. The file-sharing system is effective, enabling us to send large files that can’t be shared via email. Additionally, the collaboration feature makes it easy for our team to work on documents together in real-time.

Cons

The interface is not easy to use. Some of the tutorials help but my team found the learning curve difficult. It's a bit expensive for our small business use. I can see a large organization seeing the value for the price.

Review Source

EG

Eric G.  
FLS Sales Executive  
Construction  
Used the software for: 6-12 months

### "Conga Time"

September 18, 2024

5.0

Makes work easier to work with customers and track yyour proposals.

Pros

Gives reminders to customers via email until it is signed

Cons

To many check boxes at times and can cause delays because customers may get confused.

Review Source

VR

Verified Reviewer  
Director, CRM Engineering  
Education Management  
Used the software for: 2+ years

### "Great tool for Document Generation, but support fall short"

August 11, 2023

5.0

Overall the tool gets the job done. It serves our purpose to generate and store relevant documents needed for our partners.

Pros

We leverage Conga in conjunction with Salesforce. Conga is fantastic at both aggregating the right documents based on indicated the criteria presented, but it also serves our purpose of Document storage and providing scalable version control around our documents.

Cons

While the tool itself is fantastic and serves our needs, support needs to step its game up. Cases aren't responded to in a timely manner, and the solutions provided tend to be rather Lackluster, to a point where we generally find the solution ourselves before support does.

Review Source

YB

Yevstakhii B.  
Teacher  
E-Learning  
Used the software for: Less than 6 months

### "My expirience of use Conga Document Generation"

May 26, 2023

4.0

Conga Document Generation is generally regarded as a powerful document automation solution that offers robust features for generating, customizing, and managing documents. Here are some aspects that I have highlighted as positive experiences:Efficient document generation: I appreciate the speed and efficiency with which I can generate customized documents using Conga Document Generation. The platform allows me to automate the creation of documents from templates, populating them with data from integrated systems, which saves time and reduces manual effort.Customization and flexibility: Conga Document Generation offers extensive customization options, allowing me to tailor my documents to specific requirements. I can design templates with dynamic fields, conditional logic, and formatting options, providing flexibility to create personalized and professional-looking documents.Document delivery options: I have found the document delivery options provided by Conga Document Generation to be convenient and versatile. The platform supports various delivery methods, including email, electronic signature platforms, and cloud storage services, allowing users to choose the most suitable delivery method for their recipients.But Conga need improve their limited template design flexibility, integration and performance

Pros

1\. Advanced template customization: Conga Document Generation provides robust template customization capabilities. I can design templates with dynamic fields, conditional logic, and formatting options, enabling to create highly personalized and visually appealing documents that align with my brand.2. Integration with data sources: Conga Document Generation integrates with various data sources, such as CRM systems and databases, allowing me to pull data directly into my documents. This integration simplifies the process of populating documents with accurate and up-to-date information.3. Workflow automation: Conga Document Generation enables users to automate document generation and delivery processes. Users can set up triggers or schedules to automatically generate and send documents, reducing manual effort and ensuring timely delivery.

Cons

1\. Limited template design flexibility: While Conga Document Generation offers customization options, I have found limitations when it comes to advanced template design and formatting. I had challenges in achieving precise layout adjustments.2. Integration limitations: I have difficulties when trying to connect with certain CRM systems or databases, requiring additional configuration or workarounds.3. Performance and speed: I have occasional performance issues or delays when generating or rendering complex documents in Conga Document Generation. These delays can impact productivity, especially when dealing with large or complex document generation tasks.

Review Source

Aman Preet S.  
Developer  
Retail  
Used the software for: 6-12 months

### "Pros and cons of conga document generation "

August 13, 2022

4.0

When it comes to content management then one can surely go for conga document generation while if your end goal is to have effective digital signature then i wont recommend the same.

Pros

The most impactful features of conga document generation is the content management system where we can choose the template for campaign management and email management. Along with that other features like digital and electronic signature comes quite handy at times. Last but not the least the document storage facilities.

Cons

The quality of electronic signature and digital signature is not that perfect when we used to compare with other competitors of conga document generation.

Switched from

[Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)[S-Docs](https://www.capterra.com/p/181798/S-Doc/)[Formstack Sign](https://www.capterra.com/p/206505/Formstack-Sign/)[Nintex DocGen for Salesforce](https://www.capterra.com/p/226275/Nintex-DocGen/)

The content management functionality is not upto the mark based on our business requirements in the tools which i mentioned when compare to conga document generation.

Review Source

Abrar K.  
Survey Programmer  
Market Research  
Used the software for: 6-12 months

### "A good document management and generation tool with some limitations."

August 2, 2021

4.0

Overall it is a good tool for small business and professional use. The document management system is very helpful in accessing the files anytime. The files are stored in the cloud and can be used from anywhere. We can sign a document online which is a unique feature to have.

Pros

The flexibility in creating a document is very good, as it allows us to generate documents in any format. The file sharing system is good and allows us to share big files which can't be shared via mail. There is a collaboration feature that helps in working on documents along with the team in real-time.

Cons

The interface is clunky, and the users feel a lot of difficulties while using this tool. The documentation is very confusing and the tutorials doesn't help much either. The tool is a bit expensive for personal use. More features can be added and improved.

Review Source

KK

Kubra K.  
Application Developer  
Education Management  
Used the software for: 2+ years

### "Salesforce Conga Composer for Non-Profit and Education Industries"

March 20, 2024

5.0

As a non -profit and Education organization, we have many solutions in Conga. Mainly, Endowment Reports, Gift Receipts, Donor Profile Reports. All are working properly and we like to generate the documents automatically and manually.

Pros

Salesforce and Conga integration is great. We can easily access to CRM data and generate the documents via Conga solutions. Also, creating Conga Template is easy. We like to use the dynamic template depends on our conditions! Mostly, configurations in Conga is great!

Cons

I would like to add Conga Document Generation Buttons on reports. With this functionality, we can use the buttons for batch document generation processes.

Review Source

TM

Thorben M.  
System Administrator  
Financial Services  
Used the software for: 2+ years

### "Conga Composer - User and admin review"

September 9, 2022

4.0

Overall the usage of the Conga Composer has improved our business in our Salesforce org quite well.

Pros

One of the best features is the document generator. From a users' perspective it is more than comfortable to generate a a document with fields that were already filled in Salesforce, rather than to open up i.e. Word and fill out an existing form. On the admin side it is also well to administer. The software is overall well maintainable. Furthermore the component can be easy to set up on corresponding Salesforce objects via different buttons.

Cons

From a users' perspective the intuitive UI and the product itself are easy to use. However it can be sometimes a bit frustrating for an admin to create a new template using Conga Queries. For me personally it would help a lot if the query builder would be a bit quicker and if it could also display merge fields. These merge fields are (at least in our org) currently only avaiable in the composer itself via the Template Builder. Sometimes it can be also difficult to debug a template. It can happen that a template might throw a SOQL-exception but it isn't shown where the exeption was thrown.

Review Source

AS

Alyssa S.  
TPM  
Telecommunications  
Used the software for: 2+ years

### "Conga Composer is what we use the most, and for the most part.. it does an amazing job."

August 30, 2022

4.0

Overall my experience is very mixed. I do not feel that we have enough support. I do not appreciate how with the acquisition by Apptus they switched to a very greedy model. I don't like how I cannot ask the SME's/Experts assigned to me for help with the unique conga tools we use, and that they push methods that spend a lot of money- "just buy an annual subscription and we'll build it for you!". No thanks. We are already paying a ton of money for this, why is it so complex to set up!

Pros

The end result is an instant crowd pleaser. Our users are VERY happy when we have a mature solution.

Cons

Setting up solutions- we have a number of different use cases and every solution is so different. I also hate deploying solutions (not really possible).

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

We wanted more functionality and it sounded easier to manage (and it is, but all of our solutions are very tailored and there is not enough support to build for all our different use cases).

Review Source

AI

Aamer I.  
Senior System Engineer  
Broadcast Media  
Used the software for: 1-2 years

### "Rating to Conga Composer"

August 30, 2022

5.0

I designed templates for quotes,invoices using Conga Composer. Also integrates it with Conga sign for E-Signatures.Also used Conga contracts for Salesforce for negotiation. Also operated automation using Conga Batch and Conga Trigger for Bulk records automation .All products functions are awesome for business needs.

Pros

Automation using Setting parameters one time in a button links which operates for million of records. Automation in Batches. Automation without Button Clicks. Integrations with different apps. point and click tool. can support esignatures. can support multiple delivery options. supported in salesforce lightning and can operates from lightning pages.

Cons

cant support multiple delivery options in a single transaction in batches.

Reason for choosing Conga Composer

Conga Quote Generations and Conga Invoice Generations are products of Salesforce and they only supports objects of CPQ and Billing Package.they are already purchased by client but on project work we needs to implement pro forma Invoice on order object which is not a billing not CPQ object so it was not supported and we switched to Conga composer to fulfil needs.Also for batch automation and E-signatures compatibility with multiple e-sign tools we decided to purchase conga composer.

Review Source

Steven S.  
Chief Engagement Officer  
  
Used the software for: 2+ years

### "Revolutionized our sales process!"

November 17, 2017

5.0

We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems: 1) They looked terrible. 2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals. 3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.) 4) Lacked an electronic signature. Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.

Pros

Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people! Proposals are beautiful, and we get great analytics.

Cons

We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.

Review Source

JH

Julia H.  
Project Manager  
Consumer Services  
Used the software for: 2+ years

### "Versatile Tool for Document Generation"

October 6, 2022

5.0

Conga has been a wonderful product for us to create proposals, contracts, forms and various other templates that we use daily.

Pros

Conga makes it easy to create templates for contracts, forms and any other kind of document that can be autopopulated by our CRM and customized with data that has already been entered. We can create contracts very easily that are all consistent with one another without waiting for a member of our office team to create documents for the sales reps. It empowers the sales team to be able to send out proposals and contracts on their own time rather than waiting for other members of the team.

Cons

Setup can take a while to get used to. There are a lot of unique ins and outs about Conga templates that can get very complicated, if you have a complicated use case.

Review Source

MD

Magdalena D.  
Costume Designer  
Entertainment  
Used the software for: 1-2 years

### "The Assertive Solution in Document Management "

April 24, 2024

5.0

Pros

Conga Document is detailed in making solid content, and sharing of files is speedy and private.

Cons

Conga Document has no operational defect.

Review Source

SW

Sam W.  
Systems Architect  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Good software could be better"

September 7, 2022

4.0

It's robust and does what we need. Most of the features we require are there, they just look a little dated and aren't as user-friendly as they might be.

Pros

When we moved CRMs it was useful to be able to upload existing documents in Word format and then just update the new merge fields. The documentation on the website is good and relatively comprehensive. The admin side of the lightning app has some nice features.

Cons

It takes a long time to load the Conga Composer app/component in order to generate a document. The app itself looks 'retro'/still in the style of Salesforce Classic. Similar softwares have nicer, user-friendly, document creation features, this means our sales admin team are reluctant to create documents themselves and everything relies on more IT literate Salesforce admins to create the documents.

Review Source

Maureen C.  
Salesforce Administrator  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Conga generates customized documents using Salesforce data for our grantmaking org"

April 4, 2024

4.0

Overall, it does a good job of why we have it: to generate and send customized documents to grantees. Our consultant recommended it and it works for us, even if developing solutions can be a bit tricky. Their customer service has always been responsive and helpful.

Pros

Set it up once and then the hard work is done. Easy to update templates. Easy for users to both generate documents and use the solutions (in our case, sending the customized letter that was generated attached to a customized email.)

Cons

It can be a bit non-intuitive and needs a little learning curve to develop solutions.

Review Source

JS

Joe S.  
VP, CRM and Digital Marketing Services  
Information Technology and Services  
Used the software for: 2+ years

### "Great product!"

July 28, 2023

5.0

Pros

Customization options available in composer

Cons

Sometimes it moves too slow or documents wont generate. Usually resolved itself

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)

This solution was better integrated with SF

Review Source

JS

Jörg S.  
Salesforce Admin / Developer  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Does it's job, sometimes clunky or in other words - you need knowledge of word serial letters"

August 2, 2023

4.0

Ok.

Pros

When it works, it usually works. The way there is sometimes hard.

Cons

Still missing an easy drag&drop template designer.We still work on clunky word templates, that sometimes switch to total format chaos, when you just pull a certain field somewhere else - we all know that.Probably we are on outdated versions, but there's room for development, if not.If you drop in with special characters, data transfer to the Conga server gets stuck / frozen.

Review Source

HG

Henry G.  
CFO  
Financial Services  
Used the software for: 6-12 months

### "Great product"

March 20, 2024

5.0

Pros

The fact that can integrate with salesforce

Cons

we had our it team setting up the integration

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)

The fact that has Salesforce integration

Review Source

VR

Verified Reviewer  
Assistant Director, Operations and Data Management  
Higher Education  
Used the software for: 2+ years

### "Powerful tool for meeting business document needs"

August 31, 2019

5.0

I would recommend Conga for generating documents. It is a reliable, powerful software that plugs directly into Salesforce.

Pros

Reliable, powerful software the allows for a wide range of document creation. Our team uses this software daily for document generation for our mailings, etc. Customer support from Conga is top notch and they have been very helpful in ensuring that we can maximize its utilization.

Cons

Setting up and learning Conga can be challenging. Thankfully documentation is present and straightforward.

Reason for choosing Conga Composer

N/A

Review Source

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